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American Express
AXP

Overview Fund Activity

1,318 hedge funds and large institutions have $79.3B invested in American Express in 2014 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 478 increasing their positions, 461 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,318
Holders Change
+83
Holders Change %
+6.72%
% of All Funds
35.17%
Holding in Top 10
63
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+26%
% of All Funds
1.68%
New
160
Increased
478
Reduced
461
Closed
63
Calls
$501M
Puts
$696M
Net Calls
-$195M
Net Calls Change
+$12.9M

Top Buyers

1
LPU
Lansdowne Partners (UK)
United Kingdom
+$430M
2
State Street
State Street
Massachusetts
+$222M
3
Morgan Stanley
Morgan Stanley
New York
+$156M
4
MCM
Marsico Capital Management
Colorado
+$145M
5
CI
Cambiar Investors
Colorado
+$112M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$655M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$398M
3
American Century Companies
American Century Companies
Missouri
-$245M
4
DSA
Davis Selected Advisers
Arizona
-$213M
5
CCI
Columbus Circle Investors
-$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMCMI
651
Bryn Mawr Capital Management Inc
Pennsylvania
$2.03M -$673K -7,238 -25%
CL
652
CFS LLC
Oklahoma
$2.02M -$349K -3,750 -15%
IIC
653
Ironwood Investment Counsel
Arizona
$2M -$18.1K -195 -0.9%
FA
654
FMA Advisory
Pennsylvania
$1.99M +$41.7K +448 +2%
WOC
655
West Oak Capital
California
$1.98M +$42.9K +461 +2%
DSI
656
Daiwa SB Investments
Japan
$1.98M -$66.2K -712 -3%
TCP
657
TAMRO Capital Partners
Virginia
$1.98M -$85.8K -922 -4%
OWD
658
Osborn Williams & Donohoe
Ohio
$1.97M -$65.1K -700 -3%
LC
659
Lakeshore Capital
Alabama
$1.97M +$1.97M +21,128 New
LSCM
660
LaSalle Street Capital Management
Illinois
$1.95M +$1.95M +20,968 New
HPIA
661
Hamilton Point Investment Advisors
North Carolina
$1.92M +$56.3K +605 +3%
AIM
662
abrdn Investment Management
United Kingdom
$1.9M -$1.6M -17,221 -46%
Aristotle Capital Management
663
Aristotle Capital Management
California
$1.9M +$46.5K +500 +3%
SBWM
664
Sunflower Bank Wealth Management
Arizona
$1.89M – – –
IA
665
Icon Advisers
Colorado
$1.89M +$391K +4,200 +26%
LCM
666
Leisure Capital Management
California
$1.89M +$1.89M +20,292 New
HFS
667
HL Financial Services
Kentucky
$1.88M -$2.19M -23,562 -54%
SC
668
Saiers Capital
New York
$1.88M +$1.88M +20,187 New
EOJOAM
669
E. Ohman J:or Asset Management
Sweden
$1.88M -$448K -4,750 -19%
CAM
670
Cypress Asset Management
Texas
$1.87M +$218K +2,340 +13%
Belvedere Trading
671
Belvedere Trading
Illinois
$1.87M +$1.87M +20,041 New
SKK
672
Shepherd Kaplan Krochuk
Massachusetts
$1.86M – – –
SIG
673
Schooner Investment Group
Pennsylvania
$1.86M +$465K +5,000 +33%
WS
674
Wedbush Securities
California
$1.86M +$18.4K +198 +1%
ECM
675
Everence Capital Management
Indiana
$1.85M -$18.3K -197 -1%
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